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Savings Accounts & Income to be budgeted
Hi all! I linked both of my savings accounts to YNAB along with my checking & CC accounts, so YNAB says I have 4k "availabe to be budgeted" but that 4k is in my savings account.…
- Powder Blue Banjo
- Powder_Blue_Banjo.6
- 17 hrs ago
- 10 replies
- 50
- dakinemauinow
- Tips & Tricks
What did you do to improve your finances today?
This was one of my favourite threads on the old forum, and since there doesn't seem to be one here yet, I thought I'd create one :-)
- Winterlover
- Welmoed
- 2 yrs ago
- 1,186 replies
- 26,202
- 43
- MXMOM1 min ago
- YNAB Wins
Why cant I master the end of the month!?!?
So every month I feel like I reconcile everything and it all looks good then shur enough within the first day or two my TBB is RED !!! Its killing me. Then I end up spending hours trying to figure…
- tgpratt
- Overworked CFO of the family
- Salmon_Filly.4
- 2 days ago
- 10 replies
- 150
- dakinemaui2 min ago
- Method & Budgeting
Overspending (aka red numbers) in budget for past months?
So what do we do with overspending in previous months? Do we go back and zero out the budgets each prior month until green? I have red dated 4 months prior! Thanks
- Turquoise Hail
- Turquoise_Hail.4
- 14 hrs ago
- 7 replies
- 48
- dakinemaui7 min ago
- Method & Budgeting
Single withdrawal linked to two deposits in other account
I have my mortgage payment set up to automatically draw from my checking account (a budget account) each month. This payment includes additional principal.…
- pksublime
- pksublime
- 12 hrs ago
- 5 replies
- 30
- dakinemaui15 min ago
- Accounts & Transactions
The Official 2020 Debt Smackdown
Welcome to the Official* 2020 Debt Smackdown! Happy new year everyone! That's right, we're back for 2020. Last year we saw about 310 of us brutally destroy about $3 million in debt. Wow. Right.…
- BritishMuseum
- BritishMuseum
- 5 mths ago
- 2,482 replies
- 8,614
- 100
- farfromtheusual33 min ago
- Community Challenges
- BritishMuseum
- BritishMuseum
- 3 mths ago
- 15
- Reported - view
Hey Everyone! Since the sheet is so huge now I wanted to share a top tip to quickly find your row - if you bookmark the link somewhere in your browser,…
Inflow shows up as negative budget
Hi All! This is my second-month using YNAB and first time posting here! I am having an issue trying to understand how inflow/activity works in YNAB. A friend owed me ¥6000 from last month and paid…
- Barun
- Aquamarine_Display.11
- 2 hrs ago
- 4 replies
- 22
- dakinemaui37 min ago
- Accounts & Transactions
- Answered
- Answered
Fresh Start but One Month Ahead Question!!!
Debt Free after a year on YNAB!!! Completed a Fresh Start this month and funded my entire month with last months pay. My question is I have two paychecks coming on the 10th and 25th,…
- Alice Blue Mill
- Alice_Blue_Mill.2
- 1 hr ago
- 6 replies
- 23
- dakinemaui45 min ago
- Method & Budgeting
Problem with split
Hi, After a long YNAB break I found that you can no longer specify only one category when booking SPLIT. Is that on purpose? Why do I "need" this? I spend 1,000 euros a month on hotels and equipment,…
- Navy Blue Crab
- Navy_Blue_Crab.8
- 7 hrs ago
- 1 reply
- 20
- dakinemaui49 min ago
- Method & Budgeting
Question about a credit card account
Hello, I have a question about credit card debt. Could you please tell me if the following steps are correct? 1. I added a credit card account in the budget section (and not the tracking section)…
- Dan
- acidbahia
- yesterday
- 21 replies
- 70
- dakinemaui57 min ago
- Managing Debt
"Qpc Cancel" Refund?
I made a purchase the other day at B&H Photo, and the charge went through and I got the product. In YNAB though, there is what appears to be a refund transaction on that same day,…
- Gold Mixer
- Gold_Mixer.5
- 13 days ago
- 19 replies
- 204
- 4
- Cyan Koala59 min ago
- Accounts & Transactions
Can I transfer a tracking linked account setup to non-tracking?
So I have kids savings accounts linked and tracking in budget - can I easily keep them linked to a bank BUT have them non tracking in the budget?
- Turquoise Hail
- Turquoise_Hail.4
- 18 hrs ago
- 7 replies
- 35
- FanessYNAB Support1 hr ago
- Accounts & Transactions
How to categorize credit card balance transfer promotion expiration?
I had a 0% APR balance transfer offer on my credit card. It expired June1, so I see two transactions on the account, one as a debit (purchasing the "new" terms) and one as a credit (the credit…
- Amy
- Coach. Writer. Facilitator.
- fadoozle
- 1 hr ago
- 2 replies
- 6
- Amy1 hr ago
- Credit Cards
Budget Tool Bar Covering Categories
In the latest release notes is says: "The Budget toolbar is now located within the Budget table to give more room to the Budget inspector. " If I understand this correctly I seem to be having…
- Martin Butler
- Musician
- Brownbenji
- 7 hrs ago
- 1 reply
- 24
- Bruce2 hrs ago
- Method & Budgeting
Payee field empty on iPhone app
All of a sudden today, the Payee field won't show in my app. It will allow me to deduct from category and everything else syncs, but still shows an empty Payee field,…
- Cyclemonster
- Development Officer
- cyclemonster
- 1 mth ago
- 7 replies
- 50
- Just Another Convert2 hrs ago
- Tips & Tricks
Is it an app for the rich countries only?
I wonder if there any options for people who don't earn that much money to pay for the full price subscription at one time. 84$ is more than I spend on food per month and giving that sum away at…
- Silver Transistor
- Silver_Transistor.7
- yesterday
- 7 replies
- 119
- Khaki Storm3 hrs ago
- Getting Started
How can I force an update of my accounts?
Maybe I'm confused about how YNAB works (I'm a new user), but it seems that it works best when the spending data is being managed in real-time to give clear visibility to budget status.…
- Powder Blue Inspector
- Powder_Blue_Inspector.10
- 4 mths ago
- 65 replies
- 2,006
- 7
- FanessYNAB Support3 hrs ago
- Accounts & Transactions
- Answered
- Answered
Age of Money - Twenty-twenty!
Hey, in my variant of English it rhymes! Starting up the AoM challenge for the new year! ----RULES---- 1. Choose a day every month that you will post your AOM to the google spreadsheet (link below).…
- bevocat
- Sometimes, It Just Sucks to Be You
- bevocat
- 5 mths ago
- 236 replies
- 2,078
- 15
- Khaki Chef7 hrs ago
- Community Challenges
- NicoleYNAB Support
- nicole_ynab
- 3 mths ago
- Reported - view
To quickly find your line in the spreadsheet , use ctrl+F (or command+F on a Mac) it will open a search bar and you can type in your name.
Budget a monthly expense to my credit card
I have a couple of monthly recurring bills charged to my credit card. Netflix, for example, goes on my CC monthly. Though I don't typically pay off my card monthly, I do pay the Netflix amount,…
- PuterFeller
- Old IT guy
- puterfeller
- 2 days ago
- 3 replies
- 53
- Ceeses8 hrs ago
- Credit Cards
Found money
I've checked my account registers today vs my registers at my bank. I use file-import for that. And an inflow of $645.20 appeared with the very unpoetic payee name "Rus Ebt/Rbt".…
- Ceeses
- Ceeses
- 9 hrs ago
- 16
- 1
- YNAB Wins
YNAB has done away with Recurring Transactions!
And replaced them with "repeating" transactions. 🤣 For consistency’s sake, we’ve made sure all instances where we mentioned “recurring transactions” will now say “repeating transactions.…
- Superbone
- YNAB convert since 2008
- Superbone
- 16 hrs ago
- 4 replies
- 73
- 2
- Superbone13 hrs ago
- App Functions
Balances not correct for linked tracking accounts
I have a number of linked tracking accounts - 401k, 529c, and mutual funds. When I first linked them in YNAB, the balances were correct. However, over time the balances do not stay current,…
- Jerry
- Threepea
- 1 yr ago
- 36 replies
- 759
- 2
- FanessYNAB Support13 hrs ago
- Accounts & Transactions
YNAB and SBA Disaster loan
Hi All - how would I incorporate an SBA loan into my YNAB budget?
- Turquoise Hail
- Turquoise_Hail.4
- 18 hrs ago
- 3 replies
- 27
- Turquoise Hail13 hrs ago
- Accounts & Transactions
Income Categories/Sub-Categories
What I Want! What I’d Like I would really love to have the ability to categorise my inflows, this would be extremely insightful for me and I think it can be done without breaking the sacred YNAB…
- Falco Lombardi
- Green_Piranha.6
- 9 mths ago
- 14 replies
- 622
- 7
- Ceeses14 hrs ago
- Method & Budgeting
Migration from YNAB 4 to online shows balances to be budgeted
I am having problems with the migration. When I corrected all of the budget balances it shows that I have $$ to be budgeted when in fact that doesn't exist. The desktop version is on target.…
- Budget Lover
- Tomato_Lobster.5
- 16 hrs ago
- 2 replies
- 14
- dakinemaui15 hrs ago
- Accounts & Transactions

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